Business and Industry Virtual Group Meet-up (FREE, no CPE)

The presentation will include:

• Practical applications for productivity: email, outlines, summaries etc.
• Document creation and editing
• Other use cases – Excel and Power BI
• Balancing automation with human oversight

Our speaker is Wesley Hartman, founder of Automata Practice Development. Wesley has been at the forefront of IT innovation since 2005 and has worked in IT for accounting since 2009. While at an accounting firm, he pioneered a robotic process automation (RPA) platform in 2014, starting with an automation that inputs K-1 data from spreadsheets into tax software. Since then, he has expanded the platform to include data mining, custom emailing, invoicing, and decision-making solutions. 

Wesley is a frequent speaker at industry conferences, including AICPA Engage. He shares his expertise in implementing emerging technologies and improving efficiency, especially within accounting firms. With a Bachelor of Science in Computer Engineering and experience in autonomous vehicle projects, automation is second nature to him.